ASSOC DIR, PLANNED GIVING-UNIVERSITY DEVELOPMENT

Location
Durham, NC
Posted
Jun 08, 2018
Institution Type
Four-Year Institution

diversity employer



ASSOC DIR, PLANNED GIVING-UNIVERSITY DEVELOPMENT
Principal Gifts

Associate Director of Gift Planning, University Development

Occupational Summary

Work closely with alumni and friends of Duke University to explore creative, tax-efficient ways to support the university while accomplishing their other financial and personal goals. Provide gift planning assistance to development officers in central development and Duke's schools, colleges and programs on matters concerning deferred and complex gifts by prospects and donors. Collaborate with colleagues across campus to promote planned gifts. The Associate Director of Gift Planning will report to the Assistant Vice President of Gift Planning.

Work Performed
  • Develop and maintain a portfolio of gift planning prospects and donors, serving as a philanthropic planning advisor to them and their other advisors to produce current and deferred planned gifts to benefit the university. Produce or assist with draft documents, calculations, proposals, endowment agreements and other necessary materials as needed by prospects, donors and advisors.
  • Serve as Gift Planning Office liaison for a portfolio of "internal clients" consisting of schools, colleges, and programs.
  • Develop an understanding of their programs, funding priorities and the broad scope of their activities and provide excellent customer service.
  • Actively assist these colleagues in identifying gift planning prospects and promoting gift planning strategies.
  • Provide development assistance including technical expertise; endowment and gift agreement advice; educational programing for staff members, boards and prospects; and marketing assistance.
  • Promote innovation and creativity in their approach to gift planning fundraising. Serve as Gift Planning Office partner for a similar portfolio of central major gift officers, assisting them in identifying gift planning prospects and drafting explanations, proposals, illustrations and agreements for their work with those prospects.
  • Partner with annual fund and major gift colleagues on comprehensive reunion efforts, supporting a volunteer co-chair for one or more reunion classes and acting as the Gift Planning representative for volunteer conference calls and meetings.
  • Assist with: planning and conducting stewardship events including those for Duke Heritage Society members; production of gift planning publications in print and web-based formats; and handling probate, gift designation, and tax matters related to realized planned gifts to Duke. Help insure compliance with applicable regulations and university policies.
Candidates should possess the personal skills and professional expertise necessary to work with individual charitable gift prospects and donors, development colleagues, attorneys, accountants, trust officers, fund managers and other tax, insurance and financial professionals. This position requires regular travel locally, regionally and nationally, and participation in occasional evening and weekend activities.

Skills/Qualifications
• Collaboration: The willingness and ability to work to achieve shared success, including formal and informal reciprocal efforts within one's work group and across the organization.
• Flexibility: The ability to adapt to and work effectively within a variety of situations, and with various individuals or groups. Flexibility entails understanding and appreciating different and opposing perspectives on an issue, adapting one's approach as the requirements of a situation change, and changing or easily accepting changes in one's own organization or job requirements.
• Planning, prioritizing and multitasking: The ability to plan, organize, and prioritize work, and effectively manage multiple tasks or projects simultaneously.
• Promoting innovation and creativity: Improves organizational performance through the application of original thinking to existing and emerging methods, processes, products and services. Identifies issues and takes an enthusiastic approach to dealing with them. Seeks ways to make valuable contributions. Formulates distinctive strategies emphasizing high levels of creative thinking. Can demonstrate recognition and development of new ideas and market opportunities. Employs sound judgment in determining how innovations will be deployed to add value to the organization.
• Models integrity and ethics: Acts in an honest and credible manner based on personal accountability and a moral conviction to do the right thing. Behaves in an honest, fair, and ethical manner. Shows consistency in words and actions. Models high standards of ethics. Earns the trust, respect, and confidence through consistent honesty, forthrightness and professionalism in all interactions.
• Expressing ideas orally and in writing: The ability to communicate ideas, thoughts, and facts orally and in writing. Speaking using correct grammar, appropriate body language, proper tone and inflection, recognizing non-verbal cues, and respecting the audience to effectively communicate ideas. Using proper spelling, sentence and document structure, accepted document formatting, and special literary techniques to communicate a message in writing.
• Continuous learning: Shows a commitment to continuous learning and improvement of self, others, and Duke practices.

Education and Experience
Bachelor's degree required. Law, business, finance or other advanced degree or certification preferred. A minimum of seven years in legal, accounting, financial, fund raising or related field required.

In addition to your online application, please send cover letter and resume to: dev-jobs@duke.edu Please put "Associate Director of Gift Planning" as the subject line.

Requisition Number
401400012

Location
Durham

Duke Entity
CENTRAL ADMIN MANAGEMENT CTR

Job Code
1662 ASSOC DIR, PLANNED GIVING

Job Family Level
16

Exempt/Non-Exempt
Exempt

Full Time / Part Time
FULL TIME

Regular / Temporary
Regular

Shift
First/Day

Minimum Qualifications
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Education

Work requires communications, analytical and organizational skills generally acquired through completion of a bachelors degree program. Prefer JD, Certified Financial Planner, CPA or advanced degree in business, finance, or related field.

Experience

Work requires seven years experience in the legal or accounting field, alumni affairs, public relations, fund raising, sales and promotions, marketing or related field in order to acquire skills necessary to develop and coordinate charitable gift plans to promote planned gifts to University by alumni, faculty and friends. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Auto req ID

99136BR

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender expression, gender identity, national origin, race, religion, sexual orientation, or veteran status.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

PI102842841

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